Create, Update, Test & Publish ePRO forms

Create and update a new ePRO form

Creating an ePRO form follows a process similar to creating an eCRF.

However, the ePRO form will be sent directly to participants, who will view one question at a time. Therefore, it is crucial to design a questionnaire that is both intuitive and user-friendly for them to complete.

🔬 Explore how it works

Click through this interactive guide to learn the process in seconds.

🛠️ Step by step guides:

How to create a New ePRO Form

Navigate to “ePRO Forms”
Select “Create new ePRO”
Provide :
- an ePRO name (used internally by the site)
- a Survey name (visible to the subjects)
Choose to build the form from scratch or from a template.

How to edit an ePRO Form

Navigate to “ePRO Forms”
Select the edit icon on an existing form
Configure your sections, subsections, questions, and conditions.

💡 Your ePRO form will automatically be saved as a Draft, allowing you to make necessary changes and test the form. Once finalized, you can publish the ePRO.

Test your ePRO form

Testing your ePRO form is essential to ensure it is designed as intended. Subjects will view one question at a time.

It is important to test the form after each modification to achieve an efficient and user-friendly design ✨. The steps below apply to both creating a new form and editing an existing one, as long as the form is in Draft status.

🛠️ Steps by step guide:

How to test your ePro form

Keep your ePRO form builder open
Open another Datacapt browser study page
Navigate to “Subjects”
Generate a new test subject
Navigate to “ePRO Records”
Generate a record for this ePRO form, associated with the test subject
Under the generated record, open the options menu (3 dots), select “Open in new tab”
Test your ePRO Form

💡 Tips: As long as the test ePRO form is incomplete, you can update it in the ePRO Form Builder (in one tab) and instantly see the changes in another. It’s a quick way to test and refine your design.

Publish your ePRO form

Once you have tested and validated your ePRO questionnaire, you can change its status to "Published" to begin collecting patient data.

Prerequisite: Your study must be in LIVE status to publish the questionnaire.

⚠️ When you publish an ePRO form, all existing test records are automatically deleted to ensure a clear separation between test data and real participant data.

🛠️ Steps by step guide:

How to publish an ePro form

Navigate to “ePRO Forms”
For the desired ePRO form, open the options menu (3 dots), select “Settings”
Update the ePRO Status to “Published”, click Save.

💡Tips:

Document the validation of your ePRO form before publishing.
Avoid publishing a form that hasn’t been fully reviewed and validated,
making changes after go-live is time-consuming and may risk impacting collected data.

Configure ePRO reminders & occurences

Duplicate an ePRO form

Generate and share ePros to participants

Create, update and publish an eConsent Form

eCRF Form - Build, Test, Validate